Independent, Employee-owned, and Focused
Our mission is to serve institutional investors with unique liability streams by developing, implementing, and sustaining customized investment strategies that best enable our clients to fulfill their investment and operating goals in an independent and conflict-free manner.
A Great Place to Work
We are a 100% employee-owned, independent firm focused solely on institutional investment consulting. After 19 years, this remains our sole line of business. And for 6 years in a row, we’ve been one of Pensions & Investments Best Places to Work.